InLoox PM facilitates to edit your project planning in a time-saving way. Combine project planning with the work packages for the detailed project planning. Create project groups to overview the deadlines and resource capacity over the projects. Find out more about the features on the InLoox PM Ribbon that allow you to create and edit the planning.
In the project, on the Start tab, click Planning to open the Planning page. On this page you will find the following features:
Create and edit an activity To create a new activity, click on the Edit tab in the Edit group New activity. To edit an already existed activity, select an activity from the planning list. On the Edit tab, in the Edit group click Edit.
For more information on how to create an activity, see Create and edit an activity.
Create and edit a milestone To create a new milestone click New Milestone on the Edit tab, in the Edit group. To edit an already existed one, select a milestone from the planning list and click Edit in the Edit group.
Assign or delete a work package Select a planning element from the planning list and click New Work Package, in the Edit group, on the Edit tab.
If you want to delete the work package, click Remove Work Package, in the Edit group.
Display the important planning elements on the timeline Select planning elements you need and click Add to timeline, in the Highlight group.
For more information about this feature, see Mark planning elements for the timeline.
Create planning snapshot Record the current state of your Gantt planner at different times. Click Snapshot in the Action group, on the Edit tab.
For more information, see Snapshot.
Link quickly planning elements Select planning elements you want to link and cick Link Automatically, in the Action group. Such type of planning is called waterfall planning.
You can adjust the constrains between planning elements by clicking dependency in the Gantt chart. For more information, see Create dependencies between planning elements, in the Edit dependencies in the Gantt chart.
Print a planning On the View tab in the Common group, click Print to start the quick print feature of the planning. In the Print Planning box, in the Ribbon, in the Print Range group, define the time period as well as other table settings. In the Table group click Columns and select some for the print review.
For more features about printing the planning, see Print the project list.
Show resources On the View tab in the Resources group click Resources to check the resource utilization.
For more information see Call up and manage resources.
Load a report Select the report from the gallery view by clicking it, in the Report group.
For more information see Create a report.
Create project group On the Edit tab, in the Settings group click Project Group. With this feature you can connect the plans of interdependent projects to identify cross-projects dependencies and resource bottlenecks.
For more information see Create a project group.